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Whittier Trust’s AppFolio APPF Stock Holding History

Whittier Trust’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-27
Closed -$2.85K – 1607
2022
Q4 		$2.85K Sell
27
-33
-55% -$3.67K ﹤0.01% 1454
2022
Q3 		$6K Hold
60
– – ﹤0.01% 1408
2022
Q2 		$5K Hold
60
– – ﹤0.01% 1428
2022
Q1 		$7K Buy
+60
New +$6.91K ﹤0.01% 1391

Other funds holding APPF

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Whittier Trust's APPF Position: Q1 2023 in Review

Whittier Trust sold out of AppFolio (APPF) in Q1 2023, closing a stake of 27 shares — an estimated $2.85K sold.

Whittier Trust first reported a position in APPF in Q1 2022 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 192 funds tracked by Wall St. Rank hold APPF as of Q1 2023.

  • Whittier Trust reported no remaining AppFolio position as of Q1 2023 after selling out during the quarter.
  • Whittier Trust sold 27 AppFolio shares in Q1 2023, an estimated $2.85K.
  • Whittier Trust first reported a position in AppFolio in Q1 2022 and held it in 4 quarters.
  • Whittier Trust's AppFolio position peaked at $7K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held AppFolio as of Q1 2023.

Based on Whittier Trust's 13F filing for Q1 2023, filed 21 Apr 2023.